Associate Sales Consultant (Workplace)

T. Rowe Price • Owings Mills, MD

4d • Hybrid

About The Position

The Associate Sales Consultant for Workplace services and deepens participant relationships by providing foundational retirement strategy and insights, addressing general portfolio needs, and resolving complex situations. The role identifies and qualifies high-value participants for referral to a Financial Consultant, who can provide enhanced personalized consultations or offer products and services based on participant needs. The position supports participants in pursuing long-term financial goals through exemplary service, education, and support. Dedicated paid time and resources are provided for the licensing process. The role is eligible for hybrid work, with up to one day per week from home after successful completion of a training program.

Requirements

• Bachelor's degree or an equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• Obtain Series 7 and 66 licenses within the designated window under the Global Distribution licensing policy.

Nice To Haves

• Sales experience.
• Financial industry experience.
• Currently holds Series 7 and 66 licenses.

Responsibilities

• Serve as the initial point of contact for inbound participant service requests.
• Respond to requests for investment, mutual fund, and account information.
• Resolve complex account issues.
• Identify and qualify participants for referral to a High-Value Financial Consultant to advance the relationship.
• Use a consultative approach to understand participant needs and offer appropriate solutions.
• Retain assets by educating participants about available plan-specific and general distribution options.
• Deliver on defined sales targets and other role-based responsibilities.
• Understand the financial services industry and related legal, tax, and regulatory issues to guide clients.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Follow up with clients from inbound retention opportunities.
• Participate in special projects and perform other duties as assigned.

Benefits

• Competitive compensation.
• Annual bonus eligibility.
• Generous retirement plan.
• Hybrid work schedule.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering days.
• Family care resources, including fertility and adoption benefits.
• Dedicated paid time and resources to support the licensing process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level